Sequoia Fund Inc Fund Quote

SEQUX Fund  USD 174.45  0.48  0.27%   

Performance

15 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 35

 
100  
 
Zero
Below Average
Sequoia Fund is trading at 174.45 as of the 28th of March 2024; that is -0.27% down since the beginning of the trading day. The fund's open price was 174.93. Sequoia Fund has about a 35 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Sequoia Fund Inc are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of March 2023 and ending today, the 28th of March 2024. Click here to learn more.
The funds investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. The fund normally invests in equity securities of U.S. More on Sequoia Fund Inc

Moving together with Sequoia Mutual Fund

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Sequoia Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Sequoia Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Sequoia Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationSequoia Funds, Large Growth Funds, Large Growth, Sequoia (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of May 2023
Fiscal Year EndDecember
Sequoia Fund Inc [SEQUX] is traded in USA and was established 28th of March 2024. Sequoia Fund is listed under Sequoia category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Sequoia family. This fund at this time has accumulated 3.15 B in assets with minimum initial investment of 5 K. Sequoia Fund Inc is currently producing year-to-date (YTD) return of 9.42%, while the total return for the last 3 years was 3.76%.
Check Sequoia Fund Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Sequoia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Sequoia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Sequoia Fund Inc Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Sequoia Fund Inc Mutual Fund Constituents

XRAYDentsply SironaStockHealth Care
ORLYOReilly AutomotiveStockConsumer Discretionary
WWayfairStockConsumer Discretionary
UNHUnitedHealth Group IncorporatedStockHealth Care
SCHWCharles Schwab CorpStockFinancials
MUMicron TechnologyStockInformation Technology
MAMastercardStockFinancials
More Details

Sequoia Fund Target Price Odds Analysis

Based on a normal probability distribution, the odds of Sequoia Fund jumping above the current price in 90 days from now is nearly 4.58%. The Sequoia Fund Inc probability density function shows the probability of Sequoia Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Sequoia Fund Inc has a beta of -0.0768. This usually implies as returns on benchmark increase, returns on holding Sequoia Fund are expected to decrease at a much lower rate. During the bear market, however, Sequoia Fund Inc is likely to outperform the market. Additionally, sequoia Fund Inc has an alpha of 0.1688, implying that it can generate a 0.17 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 174.45HorizonTargetOdds Above 174.45
95.34%90 days
 174.45 
4.58%
Based on a normal probability distribution, the odds of Sequoia Fund to move above the current price in 90 days from now is nearly 4.58 (This Sequoia Fund Inc probability density function shows the probability of Sequoia Mutual Fund to fall within a particular range of prices over 90 days) .

Sequoia Fund Inc Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Sequoia Fund market risk premium is the additional return an investor will receive from holding Sequoia Fund long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Sequoia Fund. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Sequoia Fund's alpha and beta are two of the key measurements used to evaluate Sequoia Fund's performance over the market, the standard measures of volatility play an important role as well.

Sequoia Fund Against Markets

Picking the right benchmark for Sequoia Fund mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Sequoia Fund mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Sequoia Fund is critical whether you are bullish or bearish towards Sequoia Fund Inc at a given time. Please also check how Sequoia Fund's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Sequoia Fund without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Sequoia Mutual Fund?

Before investing in Sequoia Fund, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Sequoia Fund. To buy Sequoia Fund fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Sequoia Fund. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Sequoia Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Sequoia Fund Inc fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Sequoia Fund Inc fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Sequoia Fund Inc, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Sequoia Fund Inc?

The danger of trading Sequoia Fund Inc is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Sequoia Fund is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Sequoia Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Sequoia Fund Inc is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Sequoia Fund Inc. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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When running Sequoia Fund's price analysis, check to measure Sequoia Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Sequoia Fund is operating at the current time. Most of Sequoia Fund's value examination focuses on studying past and present price action to predict the probability of Sequoia Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Sequoia Fund's price. Additionally, you may evaluate how the addition of Sequoia Fund to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Sequoia Fund's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sequoia Fund is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sequoia Fund's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.